Milestone Asset Management, LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Milestone Asset Management, LLC

124,426

Previous 118,117 5.34%

$5.17 Billion

Previous $4.79 Billion 7.83%

0.97%

Previous 0.91%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 28, 2026	BUY	N/A	6,309 Added 5.34%	124,426 $5.17 Billion
Q3 2025 Oct 15, 2025	SELL	N/A	-9,120 Reduced 7.17%	118,117 $4.79 Billion
Q2 2025 Aug 05, 2025	BUY	N/A	2,531 Added 2.03%	127,237 $4.96 Billion
Q1 2025 Apr 09, 2025	BUY	N/A	423 Added 0.34%	124,706 $4.59 Billion
Q4 2024 Jan 23, 2025	BUY	N/A	4,665 Added 3.9%	124,283 $4.64 Billion

Q3 2024 Oct 25, 2024	BUY	N/A	5,382 Added 4.71%	119,618 $4.37 Billion
Q2 2024 Jul 19, 2024	BUY	N/A	12,120 Added 11.87%	114,236 $4.05 Billion
Q1 2024 Apr 23, 2024	BUY	N/A	102,116 New	102,116 $3.52 Billion

Get notified when there are updates to the investment portfolio of Milestone Asset Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Milestone Asset Management, LLC with notifications on news.